A live link to your Xero file.
Understand how WorkUp connects to Xero, what data is read and written, how the ATO Clearing Account is used, and how to troubleshoot sync questions.
Overview
How the Xero integration works
WorkUp connects directly to your Xero organisation using Xero's official API. Once authorised, reconciled transactions, payroll runs and tax setup flow into WorkUp continuously.
Xero remains your source of truth. WorkUp adds a visibility and automation layer on top.
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Sync
Sync cadence and freshness
WorkUp syncs with Xero throughout the day. Reconciled transactions typically appear in WorkUp within minutes of being marked as reconciled.
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ATO Clearing Account
Working with the ATO Clearing Account
The ATO Clearing Account in Xero is where WorkUp tracks the movement of tax and super set aside. It keeps obligation cash separate from operating cash without distorting your P&L.
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Security
Security and permissions
WorkUp uses Xero's OAuth flow, so credentials are never stored. You can revoke access at any time from Xero's connected apps screen.
Enterprise-grade infrastructure protects data in transit and at rest.
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Troubleshooting
Common sync issues
Most sync issues come from a recently changed Xero password, a re-authorisation prompt, or unreconciled transactions that haven't yet been processed.
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Settings
Integration settings
Manage which Xero organisation is connected, which operating account WorkUp uses, and which Business accounts map to which obligation types from the Integrations screen.
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WorkUp
Ready when you are.
WorkUp connects to Xero and helps businesses improve visibility into obligations, spending and operational cashflow.
This content is general information only and does not constitute financial, accounting or tax advice. WorkUp is a financial technology company, not a bank. Card and payment services are provided by Airwallex Pty Ltd (AFSL 487221).